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Hudson Labs

Research

Research & Analysis

In-depth AI-powered analysis of public companies, competitive landscapes, and market trends.

Hudson Labs
AI & Emerging TechnologiesIBMNOWTDResearch

Quantified Returns from AI Adoption

IBM, ServiceNow, and TD report billions in AI-driven savings and revenue for 2026. See which companies lead in quantified AI adoption impact.

Kris Bennatti·
Tech & Industrials: Backlog Increase over 50%
AI & Emerging TechnologiesORCLQBTSIONQBWCRWVFPSPLTRMSFTResearch

Tech & Industrials: Backlog Increase over 50%

Oracle, Microsoft, IonQ, D-Wave, and others reported record backlog growth over 50% in 2026. Discover the top tickers and key stats driving sector momentum.

Kris Bennatti·
Hudson Labs
Financial ServicesResearch

Private Credit: Redemptions, Performance, Tone

Private credit redemptions in 2026: Apollo, Ares, UBS, and others face mixed flows, with most investors staying put. See key stats and firm details.

Buddy Barker·
Hudson Labs
Transactions & Capital MarketsHONTFXFDXSPGIResearch

50+ Spin-Offs & Divestitures

Explore major 2026 spin-offs and divestitures, including Honeywell, FedEx, and S&P Global, with expected dates and transaction details.

Kris Bennatti·
Hudson Labs
$ADI

Analog Devices Inc. (ADI): Equity Initiation Report

Analog Devices (ADI) combines diversified analog/mixed-signal semiconductor leadership with secular growth in industrial automation, automotive electrification, and AI-driven data center connectivity, backed by structurally high margins and disciplined capital returns.

Hudson Labs Research·
Hudson Labs
$CDNS

Cadence Design Systems (CDNS): Equity Initiation Report

Cadence Design Systems (CDNS) is a leading electronic design automation (EDA) and semiconductor IP provider, riding a wave of AI-driven chip design demand with its agentic AI platform suite and a record $7.8B backlog entering 2026.

Hudson Labs Research·
Hudson Labs
$DHR

Danaher Corporation (DHR): Equity Initiation Report

Danaher Corporation (DHR) is a global leader in life sciences and diagnostics, anchored by the Cytiva bioprocessing franchise and a highly recurring revenue base, with the pending Masimo acquisition set to add a differentiated acute care diagnostics platform.

Hudson Labs Research·
Hudson Labs
$GE

General Electric (GE): Q2 2026 Earnings Preview

GE reports Q2 2026 earnings on July 16; we preview consensus estimates, recent guidance from GE Aerospace, and the key themes and risks investors are watching into the print.

Hudson Labs Research·
Hudson Labs
$HON

Honeywell International Inc. (HON): Equity Initiation Report

Honeywell International (HON) is undergoing a transformative portfolio separation into Aerospace, Automation, and Solstice Advanced Materials, positioning each business to capture secular growth in aviation aftermarket, industrial automation, and energy transition markets.

Hudson Labs Research·